Workforce Evolution Across Asset and Wealth Management
Nicsa’s 2023 General Membership Meeting featured a thought provoking, debate-style discussion on the differences between “traditional” and “Next Gen” workforces. The different perspectives on the future of the workforce included moderator Kevin McCord, Sales Manager, National Quality Review, alongside panelists Robert Fox, Senior Manager, Clarendon Partners; Rima Haddad, Vice President, Hedge Fund Financial Reporting, […]
Nicsa’s DEI Study Calls for Further Action from Industry Leaders Amid Uncertain Environment
Boston, MA – November 7, 2023 – The asset and wealth management industry has made meaningful strides on the journey to advance Diversity, Equity, and Inclusion (DEI), but needs to go the distance to deeply integrate their commitments into corporate culture and everyday business decisions according to Going the Distance: Accelerating DEI in Asset and Wealth […]
Advancing Diversity in the North American Fund Industry | Article by Paperjam
“As asset management professionals looking to best support the distribution of our products and services, we have to understand who our clients are and ask ourselves if the industry’s workforce is reflective of the society we serve,” said Jim Fitzpatrick, President and CEO of Nicsa as he reviews the rewards, challenges, and the road ahead […]
Nicsa Kicks Off 2020 with a Fresh Brand and a New Technology Platform
Washington, D.C.– January 13, 2020 – Today, leading asset management trade association NICSA is announcing it is rebranding to “Nicsa” and is upgrading its technology tools to better serve its members. The enhancements bring a fresh new look and improved engagement functionality as it further expands its presence in the global asset management space. “We […]
Nicsa’s SLF Features Hot Topics to Warm Up Your Winter
Join us in Fort Lauderdale from February 26-28 to address the industry’s most important issues head on. Solidify your 2020 business plans with timely insights from a diverse set of perspectives—asset management firms, broker dealers, and an extensive group professional service firms. Nicsa has over twelve hours of educational content lined up with an impressive […]
McLean, VA, January 30, 2017—The National Investment Company Service Association (NICSA) announced at its annual General Membership Meeting in September 2016 the election of Dan Houlihan, Senior Vice President and Head of Global Fund Services at Northern Trust Company, as Chairman of its Board of Directors. As Chairman, Dan will preside over the governing body […]
“To live in the past is to die in the present.” Hey, if the motto is good enough for Bill Belichick, it’s good enough for me. Team loyalties aside, I think we can all agree that victory in business (as it is on the field) requires leaders who are change agents that promote teamwork and an unrelenting […]
The Year of the Crescendo: Excitement Builds Around SLF
Boston Financial Data Services is excited about participating in NICSA’s upcoming Strategic Leadership Forum. Here’s why. NICSA Board Member Anne Hebard of BFDS weighs in on the concept of disruption and how it’s impacting financial services. As we enter 2017, it certainly feels as though certain themes are rising to a crescendo. But, as Anne […]
